Google VS Amazon, I would pick Google because it is more likely to hit a new all-time high compared to Amazon. ( Google got more productivity and benefits from AI than Amazon)

I chose C. Both going up 🚀🚀🚀🚀🚀🚀

Google Q4 13F Holdings: Standing Pat on Space, Exiting Biotech As of December 31, 2025, $Alphabet(GOOG)$  's (Google's parent company) investment portfolio had a total market value of approximately $2.58 billion, up 7.05% from $2.41 billion in Q3. The portfolio holds 37 positions, with the top 10 holdings accounting for 92.81% of total assets, indicating a highly concentrated investment strategy. $AST SpaceMobile, Inc.(ASTS)$   remains the top holding. The portfolio displayed a unique "passive appreciation, active retreat" feature in Q4 2025 — core space holdings saw explosive stock price gains pushing portfolio value to new high

I don't switch cars for the moment. Just stick with it. I believe in long-term investment. For the next 10years, AI will still of an important part of the future development.

Netflix Heads for Rebound; Nvidia Sees Higher Short Volume $Netflix(NFLX)$  's stock gained 1.4% Friday, as the streaming giant sought to stage a rebound after a surge in trading in borrowed shares that were sold short fueled the slump to its lowest level since 2024. Short volume jumped to 7.82 million shares Thursday, from 3.97 million shares a day earlier, as the stock fell 4.72%. Yesterday, activist investor Ancora Holdings reportedly urged the board of $Warner Bros. Discovery(WBD)$   to reject the offer by $Netflix (NFLX.US)$ and reconsider a rival bid by $Paramount Skydance Corp(PSKY)$ <

NVDA, AVGO See Heavy Put Selling as Traders Bet on a Range During Friday’s session, the options market saw sizable deep out-of-the-money put activity in $NVIDIA(NVDA)$   and $Broadcom(AVGO)$  . The trades were executed largely at the bid and came against extremely low prior open interest, suggesting new positions were being established. Structurally, the activity points to a neutral-to-bullish strategy in a choppy market environment: selling far out-of-the-money puts to collect time premium, while retaining the ability to accumulate shares should an extreme pullback occur. Starting with AVGO, roughly 4,610 contracts of the March

Bitcoin's 4% Rebound Not Enough to Halt Rush for Insurance Against Slump Bitcoin may be up more than 4% Friday, but the options market for the largest exchange traded fund tied to the cryptocurrency foretells a story of large speculators and institutional investors still holding on to insurance from a potential continued slump.  The biggest open interest in $iShares Bitcoin Trust(IBIT)$  options are in put options that could pay off should the price fall below $35. The last time the fund traded below that level was on Sept. 18, 2024, when Bitcoin was still at $60,232.24. It was at $68,937 at 3:12 p.m. Friday in New York. That $60,000 level is closely being watched in the cryptocurrency market, with som

I don't think AI assistants like Clawdbot will eventually make apps on our phones and computers disappear.  The companies that use AI to increase ARPU (average revenue per user) or business will be the ultimate winners! 🚀🚀🚀🚀🚀

If love were a long-term investment. I will keep holding it until the end of the world! No matter what happens ( whatever up and down ), I will still hold it with my diamond hand! [Love you]

Nvidia Earnings: Can a GB300 Boom and Early Rubin Launch Crush the Skeptics? Global AI chip leader $NVIDIA(NVDA)$   is set to release its FY26Q4 earnings after the bell on February 25. With the market currently buzzing with the "AI CapEx Bubble" narrative, this report is capturing worldwide attention. The core focus remains on the volume ramp-up of the GB300, mass production progress of Vera Rubin, and whether the company can provide strong guidance for growth in the coming quarter. FY26Q4 Core Financial Indicators – Revenue: Consensus estimate stands at $65.73 billion, representing a 67% increase YoY and 15% QoQ. The previous guidance was $65 billion. – Gross Margin: GAAP gross margin consensus is 74.8%, u

Coinbase Is Down 60%+ Since July. What Its Chart Says Ahead of Earnings. $Coinbase Global, Inc.(COIN)$   is heading into earnings this week at a time when the crypto firm's stock has fallen more than 60% from its July all-time high, has lost some 50% in three months and recently fell for 13 consecutive sessions. Let's see what technical and fundamental analysis tell us about this stock. Coinbase's Fundamental Analysis COIN is set to release Q4 results after the bell on Thursday, but its stock has been falling as Bitcoin has been falling. ( $Bitcoin (BTC.CC)$ is down some 45% from its October record highs.) The Street is looking for the company to report $0.66 in Q4 earnings per share on about $1.85 billion

Applovin Q4 Earnings Review: Blowout Results, Strong Guidance. How Should Investors Play the Volatility? Amid intensifying debate over AI's long-term impact on software business models and heightened volatility following Unity's earnings, $AppLovin Corporation(APP)$   reported its fourth-quarter results. The company delivered revenue of $1.66 billion (vs. $1.62 billion expected), up 66% year over year, and Adjusted Diluted EPS of $3.24 (vs. $3.07 expected). Shares initially fell more than 10% in after-hours trading before sharply narrowing losses to around 1%. Such volatility suggests the market is digesting concerns about future competition and structural industry shifts rather than questioning the quarter

Microsoft, Nvidia, Tesla, Amazon, Alphabet See Declining Short Volume Short sellers eased up on their bets against Microsoft, $Tesla Motors(TSLA)$  , $NVIDIA(NVDA)$  , $Amazon.com(AMZN)$  , and Google parent $Alphabet(GOOGL)$   amid growing debate whether the recent tech sell-off was overdone.  Trading in borrowed $Microsoft (MSFT.US)$ shares that were sold short declined for a second straight session to 2.58 million shares Wednesday, representing about 6.1% of the tot

Nebius Q4 Review: 2026 ARR Unchanged, Execution Still Key; Not the Best Time for NeoClouds Yet? $NEBIUS(NBIS)$   The Q4 earnings report is very “cloud-provider” in its core message: demand is strong → capacity is the real ceiling → first secure power and data-center space, then turn revenue into a run-rate (ARR), while in the short term the income statement may actually look weaker as depreciation and expansion investments weigh on it. Financial Snapshot Q4 2025 – Revenue: 227.7 million (slightly below expectations). – Adjusted EBITDA: +15 million (first time turning positive at the consolidated/group level but below the expected $33 million).  – Net loss from continuing operations: -$249.6 million. Why is “Adjusted EBITDA positive”

Optical vs. Copper? Why the Answer Is "Both" — And Why Both Are Booming Recent U.S. stock earnings season data shows that companies in the data center interconnection sector generally have higher profit growth rates than traditional mainstream AI sectors, such as cloud services and chip sectors. The reason is that as data center complexity increases and connection demands grow, the difficulty of cabling and signal integrity rises exponentially, leading to exceptional growth in the connector component sector. Recent financial reports from cloud giants show continued high growth in capital expenditures, which will create more opportunities for their interconnect suppliers. Future data centers are expected to feature hybrid optical + copper architectures. There are three paths for data center

Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Software and Services index is over 15% lower year to date, and the drawdown accelerated after $Microsoft(MSFT)$   's earnings in late January helped turn a slow bleed into a sector wide de-risk.   In the seven sessions through last Thursday, the index shed roughly $1T in market value, a move that quickly earned the nickname "softwaremageddon." The bounce only showed up late: the software index rose 2.4% on Friday after falling more than 17% over the prior seven sessions, then added another 2.9% on Monday. Even after the rebound, it was still roughly 13% b

Micron, Nvidia, Hims & Hers See Higher Short Volume $Micron Technology(MU)$   saw higher trading of borrowed shares that were sold short before the memory giant resumed its slide Monday after a news report that Samsung Electronics could begin mass production of the world's first six-generation high-bandwidth memory later this month.  Short volume rose to 2.88 million shares Friday, as the stock advanced, trimming its first weekly decline in more than two months. The stock has climbed almost 66% over the past six months, the best performer on the $Philadelphia Semiconductor Index(SOX)$  , weakening the case for speculators t

Dow Breaks 50k While Tech Bleeds: Will the NFP & CPI Validate the Bull's New Leaders? The past week in the equity markets was one of the most tumultuous in recent memory—a paradox of historic milestones and systemic frailty. On Friday, the $DJIA(.DJI)$   crossed the 50,000 threshold for the first time, a landmark celebrated by the Trump administration on social media as a testament to economic strength. Yet, this "achievement" arrived amidst a persistent and broad-based sell-off across multiple asset classes. Despite a sharp Friday rebound where the $S&P 500(.SPX)$   and $

ALAB Earnings Preview: Riding the Amazon Capex Wave and the Scorpio Inflection Point Global connectivity chip giant $Astera Labs, Inc.(ALAB)$   is set to release its Q4 financial results after the bell on February 10, Eastern Time. The market is laser-focused on the volume ramp-up of its Aries PCIe Retimer and Scorpio Switch product lines against the backdrop of Amazon increasing its capital expenditures. Core Financial Indicators – Revenue: The consensus estimate for Q4 revenue is $250 million, representing a 77% increase YoY and an 8% increase QoQ. The upper end of the company's guidance stands at $253 million. – Gross Margin: The market consensus for Q4 Non-GAAP gross margin is 75.1%, up 1.1 percentage p

Anthropic's Claude Triggers AI Industry Turbulence. Where Are the Risks and Opportunities? Recently, Anthropic's Claude has undergone several updates, causing market turbulence. These actions include: 1. On February 5th, Claude upgraded its flagship model, launching opus 4.6 and introducing a higher-priced fast mode. The core of fast mode is to increase response speed to 2.5 times that of the standard mode through inference priority configuration, while maintaining the model's capabilities and output quality. This comes at a cost of approximately 6 times the usage expense, primarily targeting time-sensitive enterprise and developer scenarios. 2. On January 12th, Claude introduced cowork, turning AI into a colleague capable of completing tasks. Users can authorize Claude to perform multi-st